Institutional Consulting Services
Objective and transparent investment consulting solutions tailored to the specific portfolio goals and long-term mission of each institutional client.
A Dedication to Service
Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.
Customized Service Offerings
Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.
Institutional Consulting Services for Insurance Companies
Institutional Consulting Services for Non-Profits and Foundations
Outsourced CIO Services for Institutions
NEWPORT BEACH, Calif., March 29, 2021 – Beacon Pointe Advisors has hired Julien Frazzo to the newly created role of Director of…
Authored by : Director of Asset Allocation, Stephen Marshall and Gabriel Husain Kennan, Senior Associate – Institutional Consulting Services * …
Perspective is a muscle that we have proactively chosen to exercise to the fullest degree in the year of 2020….
Connect with our Institutional Consulting Services Team.
We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives. If you are looking for a trusted partner, please contact us.